FTA · First Trust Large Cap Value AlphaDEX Fund ETF
$103.04
-0.56 (-0.54%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,477,458
Total Shares: 15,263
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
83.2%
−16.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,205
Highly concentrated−2,795
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+626.9%
Shares held:
+593.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +363 | 2,564 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 12,699 | $1,229,263 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC FTA | $1,229,263 | 83.20% | 12,699 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC FTA | $248,195 | 16.80% | 2,564 | Shares | 2026-08-27 |